ai-infrastructure

Cerebras will supply roughly 100 megawatts of CS-4 systems to inference-cloud startup Gimlet Labs, which pairs wafer-scale chips with GPUs and targets up to 3,000 tokens per second.

British AI neocloud Nscale secures $3.36 billion in convertible financing led by Third Point and Nvidia ahead of an NYSE listing targeting a $35 billion valuation.

Crusoe's oversubscribed round, co-led by Atreides, Mubadala and Valor, funds modular Spark data centers and its Managed Inference platform, which claims to outpace vLLM.

AMD and Embedded LLM tested five speculative-decoding drafting methods in vLLM on AMD Instinct GPUs, with some configurations reaching up to 2.87x throughput over the non-speculative baseline.

AWS and Nvidia announced an expanded partnership to deploy 2 million additional GPUs across AWS data centers in 2027-2028, alongside new Vera CPU, networking, and robotics integrations.

The companies will engineer 50 MW moored floating data centers for Texas as the state pauses new grid connections for a 474 GW data center backlog.

Lightstorm, Microsoft, Singtel, and Tata Communications will build the 3,600 km I-2SEA submarine cable linking India's AI data centers to Singapore and Malaysia by Q4 2029.

TeraWulf will lease Anthropic a 401 MW AI campus in Hawesville, Kentucky, for about $19 billion over 20 years, while selling its Abernathy Joint Venture stake to Fluidstack.

Microsoft and Chevron unveiled Project Kilby, a co-located 2.67-gigawatt natural gas plant in West Texas that will supply a Microsoft AI and cloud data center under a 20-year power agreement.

Microsoft is moving hollow-core fiber from pilot to production for Azure, partnering with Corning and Heraeus after a research team recorded the lowest optical-fiber loss ever measured, 0.091 dB/km.

Digital Realty paid about $475 million for land at De Soto, Kansas, planning a campus scaling from 600 MW in 2028 to 2 GW.

Bloomberg reports Meta is standing up a cloud business under its 'Meta Compute' initiative to sell spare AI capacity; CoreWeave and Nebius shares fell 10.8% and 12.4%.